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iShares S&P 500 Growth ETF

2,042 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 674 increasing their positions, 744 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.23B)

0.74% more ownership

Funds ownership: 73%73.74% (+0.74%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,042
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
219
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1826
Sand Hill Global Advisors
California
$216K
LI
1827
LifeWealth Investments
Florida
$214K
SPWM
1828
Straight Path Wealth Management
Michigan
$214K
SAS
1829
SMI Advisory Services
Indiana
$214K
PWM
1830
Prosperity Wealth Management
California
$213K
TPWM
1831
Twelve Points Wealth Management
Massachusetts
$213K
WFL
1832
Wealth Forward LLC
North Dakota
$212K
ZIM
1833
Zacks Investment Management
Illinois
$212K
CFA
1834
Capstone Financial Advisors
Illinois
$212K
LW
1835
Linscomb Wealth
Texas
$211K
MA
1836
Maxele Advisors
Missouri
$211K
HWM
1837
HRC Wealth Management
Idaho
$211K
AGA
1838
Arkos Global Advisors
Texas
$211K
GHA
1839
GW Henssler & Associates
Georgia
$211K
IWM
1840
Inlight Wealth Management
Georgia
$211K
AWA
1841
Argo Wealth Advisory
Virginia
$211K
SWA
1842
Strata Wealth Advisors
Texas
$210K
TC
1843
Tannin Capital
North Carolina
$210K
HPIA
1844
Hamilton Point Investment Advisors
North Carolina
$209K
TCMP
1845
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K
GFWA
1846
Grey Fox Wealth Advisors
Delaware
$207K
WFP
1847
Wrenne Financial Planning
Kentucky
$206K
RFN
1848
RDA Financial Network
Iowa
$206K
M
1849
MATAURO
New York
$206K
BHWM
1850
Beaird Harris Wealth Management
Texas
$205K